A Fully Guided Start-up Course
Get a grasp of the 17hats platform and start making it work for you
It is all connected
The beauty of this platform is its construction because it was built from the ground up to work with all the elements. So you don’t have to go anywhere else.
What is Covered
This 6-week course is designed for those who want to have a hand in their process and understand how it functions. While keeping it on brand and aligned with how your business works.
Project Management
How 17hats is set up to manage projects. Insightful ways to stay organized throughout the system and setting up the basics
Tokens & Templates
Using project and client information as tokens in templates to help reduce the redundancy of writing emails.
Documents
Quotes, Contracts, Invoices, and Questionnaires galore. Pulling together all the basics and features into reusable documents so you get the right information
Workflows
Keep yourself on track with tasks, emails, and documents. Automate what you want so information is sent at the right time.
Online Scheduling
Reduce the back and forth and give clients an easy way to schedule calls, meetings, sessions, etc.
Review & Implement
Using what we created we will set up a full client experience.
Learn as you build
Make your CRM work for you by understanding the functions and capabilities as you build it out.
Creation
Guided through how things work and what can be done. You will be creating the items needed to streamline your processes. This keeps the vision, voice, and personality all on brand because it is YOU that creates them with YOUR voice.
Implementation
We will test throughout the 6-week course so we know it is doing what is needed and so you understand how things work. At the end we will have a fully fleshed out client experience from Lead through Fulfilment.
$850
Let’s get started!
Getting your system work for you!
Watch, Read, Listen
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Stay in the loop with everything you need to know.
Product announcements, new posts, etc.